AMD's shares surged 77% since early April driven by optimism around its server CPUs. However, HSBC analyst Frank Lee cautions that AMD may struggle to capitalize further on this trend due to its lack of chip manufacturing capabilities. Investors anticipating an earnings surprise in the upcoming Q1 report might be disappointed. The report will be released on Tuesday, led by CEO Lisa Su.
AMD introduced its Helios rack-scale AI solution, claiming a 30% improvement in inference tokens per dollar compared to Nvidia. The company secured significant AI infrastructure contracts, including a 2GW compute deal with Anthropic and deployments o...
AMD's Advancing AI 2026 event showcased its transformation into a full-stack AI infrastructure provider with new platforms like Helios, MI450, and Zen 6 Venice. Major tech companies including Microsoft, Meta, and OpenAI have committed to AMD's AI inf...
VAST Data has expanded its collaboration with AMD to enhance AI infrastructure for inference workloads. The partnership integrates VAST's AI Operating System with AMD's 6th Gen EPYC CPUs, Instinct GPUs, and Pensando AI NICs to improve efficiency, fle...
The semiconductor sector, which outperformed in early 2026, is experiencing a pullback in July due to profit-taking, high valuations, and unwinding of leveraged trades following a strong AI-driven rally. Despite declines, major semiconductor ETFs lik...
AMD's price target was increased from $450 to $600 by Wedbush after the company's Advancing AI 2026 event. The event highlighted AMD's expanding AI strategy, new partnerships with Microsoft and Anthropic, and improving supply chain conditions. Analys...
